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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MT
101
Midwest Trust
Kansas
$250K +$238K +4,044 New
UIM
102
Unified Investment Management
Georgia
$233K +$59 +1 +0%
RWP
103
Revolve Wealth Partners
New Jersey
$223K
BWA
104
BlueChip Wealth Advisors
Georgia
$223K
FI
105
Financial Insights
Washington
$220K
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$218K +$207K +3,523 New
PWP
107
Principle Wealth Partners
Connecticut
$216K
APA
108
Astoria Portfolio Advisors
New York
$215K +$199K +3,377 New
KWM
109
Kaydan Wealth Management
Michigan
$213K
PRTG
110
Post Resch Tallon Group
New York
$212K -$15.9K -270 -7%
Comerica Bank
111
Comerica Bank
Texas
$183K -$17.2K -292 -9%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$178K +$412 +7 +0.2%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$177K -$52.6K -893 -24%
AWM
114
AE Wealth Management
Kansas
$168K +$135K +2,292 +537%
AA
115
Ancora Advisors
Ohio
$158K
DFA
116
DHJJ Financial Advisors
Illinois
$146K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$86.7K
US Bancorp
118
US Bancorp
Minnesota
$77.2K
HWM
119
Horizons Wealth Management
North Carolina
$76.2K
CAL
120
Capital Advisors Ltd
Ohio
$76K
FFL
121
Financial Freedom LLC
Ohio
$66K +$59 +1 +0.1%
GSWM
122
Golden State Wealth Management
California
$64.9K
Jones Financial Companies
123
Jones Financial Companies
Missouri
$64.4K +$27.7K +470 +82%
AssetMark Inc
124
AssetMark Inc
California
$62.2K +$59.3K +1,008 New
WTC
125
WhitTier Trust Company
Nevada
$55.6K